Steps to generate invoices

By using the For Invoicing tab, you’ll find it much easier to organize and generate invoices for completed jobs. This feature simplifies the process by identifying job order cards that need invoices, saving you time and effort.

The (1) For Invoicing tab is one of the views where you can generate an invoice. One other way is in the (2) Jobs Menu under the Completed jobs.

Steps on how to generate an invoice in the For Invoicing tab.

  1. Select a completed job order card then click the Generate Invoice button.

Steps on how to generate an invoice in the Jobs Menu under the Completed tab.

  1. Select a completed job order card then click the Generate Invoice.

All generated invoices are stored in the Invoices tab. Go to the Invoices tab to manage all your invoices.

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